RIA Intel›Advisers›Michigan›A B L E WEALTH MANAGEMENT SOLUTIONS LLC

A B L E WEALTH MANAGEMENT SOLUTIONS LLC

Advisory

ANN ARBOR, MI

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account
$291K
across 109 accounts
AUM per adviser
$32M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$32M
Discretionary %
100%
Clients
77
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients77
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, MI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

JOHN M. LEONARD, LLC
DOUGLAS, MI
$32M
GILLIKIN ADVISORS LIMITED
$32M
AGILE WEALTH LLC
NORTHVILLE, MI
$32M
INSIGHT 2811 TECHNOLOGY GP LLC
TROY, MI
$32M
+1.3% 1Y
QUANTUM WEALTH STRATEGIES, LLC
$32M
TEAM COVERT, LLC
AUBURN HILLS, MI
$31M

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